Senior Digital Product Manager, Digital Wealth Advisory
Your Opportunity
Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.
At Schwab, you’re empowered to make an impact on your career while shaping the future of how clients and advisors experience the digital components of their advisory relationship.
The Senior Digital Product Manager | Digital Wealth Advisory will work with multiple agile scrum development teams and business partners as a discretionary product integrator, focused on building and enhancing our various digital capabilities that support our discretionary wealth management offers. This role has responsibilities that include managing other domains integrating with Digital Wealth Advisory platforms, ensuring data is available for reporting and KBI metrics, and working with scrum teams for delivery of required functionality. Representing business and technology stakeholders, this role will work closely with architects, developers, and business to ensure solutions meet business needs and are made with long term goals at the forefront.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What you’ll do:
- Partner closely with business and technology leaders to develop functional requirements across a wide range of discretionary management capabilities
- Actively work with stakeholders to add and prioritize new work for cross-team backlogs
- Gather, document, analyze and prioritize detailed business and technical requirements for user stories and bugs based on architect, development operations, or tech lead direction.
- Act as the bridge between business and technology to provide appropriate context for technology initiatives being suggested or worked on
- Proactively incorporate AI technology to revolutionize discretionary management capabilities
What you have
• 5-10 years of experience in Agile development practices, scrum teams, and Product Owner responsibilities
• 5-10 years of experience in wealth management, including a deep understanding of discretionary and non-discretionary investment products available to consumers today
• Experience working on highly technical development teams that require great attention to detail
• Ability to translate technical work as business-value deliverables
• Ability to cultivate relationships with a variety of internal partner platforms and stakeholders
• Excellent verbal and written communication skills
• Strong sense of ownership, proactivity, and initiative; self-starter
• High adaptability and creativity in managing an emerging platform through new and evolving consumer trends in wealth management
• Strong organization and prioritization skills to successfully manage multiple projects concurrently
• Experience in API based initiatives is a plus
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance